Innovative collaboration behind Hungerford Legal & Financial Centre proves successful

It is just a month since the Hungerford Legal & Financial Centre launched on 5 August (with a fabulous opening attended by the Mayor of Hungerford Helen Simpson, Constable Nick Lumley and David Small, Chairman of the Chamber of Commerce) and this innovative collaboration between three separate businesses Marlborough Law, Claritas Accountancy and New England Financial Solutions is already proving a success.

“We’ve not tried anything like this before,” says Karen Salmon from Marlborough Law “and it has taken a lot of organising, especially during lockdown. But from the client’s point of view we knew it made sense to have their legal and financial teams working together under one roof so they get a quicker and more efficient service.

“Marlborough Law already had a close relationship with Claritas and NEFS, but taking it to the next level of a shared office space was an adventurous move.  We are all so happy to have a base in Hungerford in this lovely listed building overlooking the courtyard at the back of Eliane’s. The welcome from the town has been amazing and we want to be part of the community.”

Busy local people can now make appointments to address their personal or business problems in one morning at one place.

“If we are working on probate,” explains Karen, “this means possible inheritance tax and capital gains tax implications which Steve from Claritas Accounting manages for us. New businesses setting up may need accounts and payroll. They may also need life assurance, key man protection policies and relevant life policies which Dan from New England Financial Solutions can take care of. Selling a business or Management Buy Outs need legal contracts and tax and business valuations. Marlborough Law working with Claritas can broker the deal to everyones benefit. Divorce proceedings often include a financial settlement which may mean pension sharing or investment sharing and also new mortgages or a mortgage capacity report for financial proceedings all of which we can arrange with Dan.”

HLFC’s legal team can help you with all matters from Wills & Trusts, Family problems, Disputes, Money Claims, Business matters, Boundary issues and property disputes. HLFC’s onsite accountancy team will sort out your tax returns, payroll, self employed accounts, business accounts, end of year returns, IHT and CGT. Their onsite pension and investment advisor can assist with pensions, future planning as well as mortgages and investments.

To find out more please contact:

Marlborough Law Ltd – 01488 508008
Claritas Accountancy Ltd – 01488 870180
New England Financial Solutions Ltd –  07376 676582

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Covering: Hungerford, Marlborough, Wantage,   Lambourn, Newbury, Thatcham & Theale